Senior Client Service Associate

Jessica Newton

Jessica Newton joined Waverly Advisors in April 2026 after TruWealth Advisors was acquired by Waverly Advisors, LLC. She serves as Senior Client Service Associate.

With over 40 years in the retail banking and financial industry, Jessica’s experience has allowed her to see it all. Our client service financial guru and mother hen of the bunch can be found serving in our Mandeville Office of Waverly Advisors. She is passionate about serving our clients through each stage of their life: whether it is just getting started, retirement or legacy planning, she is there for them and strives to make each interaction the best for the client.

Jessica and her husband Jack have a daughter Caitlin, who is also a member of the Waverly team, and son-in-law Brandon. Once the grandkids came along, Jessica and Jack decided to move back home from their stent in Colorado. When Jessica is not serving our clients, she and Jack are likely spending their time with their two grandchildren, Chloe and Brady.

[email protected]

504-356-9310

New Orleans, LA (Mandeville)

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Areas of Expertise

The framework is organized into six primary pillars, each with detailed sub-specialties that advisors can select as self-identified areas of expertise.

Investment strategy & portfolio management

Comprehensive investment oversight across public and private markets.

Wealth Planning & Strategy

Holistic financial planning and multi-generational wealth stewardship.

Private Markets & Alternative Investments

Access to private equity, private credit, real estate, and real assets.

Family Enterprise & Business Advisory

Business transition, succession planning, and family governance.

Tax, Estate & Legacy Planning

Tax optimization, estate structuring, and multigenerational legacy design.

Specialized Clients Needs

Customized solutions for unique life events and complex situations

Serving with Purpose

A Culture of Connection

Waverly takes its name from a meadow of quaking aspen trees, an ecosystem where individual trees are connected by a shared root system. Since 1999, that idea has inspired our firm: strong relationships, shared values, and the belief that we are better together.

Comprehensive Wealth Management, Connected by Design

Like an aspen grove, every part of a client’s financial life is interconnected. As an independent Registered Investment Advisor (RIA), we bring together investment management, financial planning, tax strategy, trust and estate planning, and family office services to create coordinated solutions that simplify complexity and support long-term success.

A Culture Rooted in Service

Our culture of stewardship is guided by Integrity, Family, Grace, Team, Drive, Empathy, and Community. These values shape every client relationship, every decision, and every interaction. They are the foundation that keeps our people connected and ensures a consistent, high-touch experience across the firm.

The Difference Is Our People

While many firms offer financial advice, our greatest differentiator is our people. Waverly’s advisors, planners, investment professionals, tax specialists, and support teams work together to deliver thoughtful guidance and personalized solutions. It is this collaborative approach, and our commitment to serving clients with excellence and care, that transforms financial advice into lasting relationships.